Thoughtful Investing 🧠 | Stocks & REITs @FI_investor
Sharing my stock analysis write-ups in my newsletter 👉https://t.co/s2iWg4E8yT | Investor | @JoinCommonstock contributor | DMs open thoughtful-investing.beehiiv.com Stock Analysis Newsletter 👇 Joined January 2023-
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𝗕𝘂𝗳𝗳𝗲𝗿 𝗔𝗴𝗮𝗶𝗻𝘀𝘁 𝗖𝗼𝘀𝘁𝘀: In a world where costs fluctuate faster than you can say "inflation," companies with strong pricing power have a built-in defense mechanism. When costs rise, they can pass them on to customers without batting an eyelid, maintaining...
What is Pricing Power? Simply put, it's a company's ability to dictate prices without losing customers or market share. It's that magical ability to say, "This is what we're charging, take it or leave it," and customers still line up at the door. A thread 👇
Companies with a strong pricing power has a buffer against costs! 💪 When costs rise, they can pass them on to customers without batting an eyelid, maintaining healthy profit margins. What are the companies in your portfolio that has a strong pricing power? $SPY $QQQ #stocks
What is Pricing Power? Simply put, it's a company's ability to dictate prices without losing customers or market share. It's that magical ability to say, "This is what we're charging, take it or leave it," and customers still line up at the door. $MC.PA $AAPL
PainPal 🤣😆😂 $PYPL
If another human being expressing something negative about a stock you own riles you up, you are a moron. Thanks for coming to my Ted Talk, that will be all.
Thoughts? $ZIM
Thoughts? $ZIM
Zaim Lakti @ZaimLakti
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174K Followers 678 Following No Greater Motivator Than Disrespect.“Its not what they call you,but what you answer to".All Bat or 🪓Tweets NOT TO BE TAKEN AS THREATS."I Save All Receipts"
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Guy Davis (on sabbati.. @dodgingalpha
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359 Followers 201 Following Combined with our goal of democratizing financial research, our aim is to publish accessible company analysis and market research.
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Undervalued-Shares.co.. @uv_shares
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8K Followers 245 Following Sharing equity research and book notes / Newsletter: From 0 to 1 in the Stock Market / Podcast en español: Saber CompuestoI added Greggs $GRG.L last week. Heres some information iv'e gathered and opinions i have on the business. 1) Growth plan to expand store count to "significantly" over 3000 stores. Currently 2473. 2) Greggs are extending their trading hours and are adding more items to their…
$ZIM now the analyst question on dividend 🍿 "Our policy stands"
So $ZIM is back to 26/12/23 pricing now Adding long dated options today(I'm stupid), mgmt guidance doesn't make sense if one doesn't factor in Suez problems abating quickly. Dividend policy is maintained which was very positive. This will be my last $ZIM post before Q2
Seth Klarman sharing is views. 14 minutes well worth your time.
This is a MUST WATCH @marcuslemonis @HedgeyeRetailJM @HedgeyeRetail $BYON
FREE ON-DEMAND | Why We Believe $BYON Is A 3-Bagger with Marcus Lemonis & Marc Cohodes 🔥 Our Retail analyst Brian McGough @HedgeyeRetail and his team recently added Beyond (BYON) to its “Best Idea” Long list. In an exclusive Hedgeye webcast last week, McGough hosted an…
1/4 Initiated a position in $SNOW (Full review below) 1. I think the new CEO, Sridhar Ramaswamy, is the right person with the right skillset to bring $SNOW to its next phase. 2. After looking deeper into the inputs for the guidance, I agree it is clearly set conservatively.
If another human being expressing something negative about a stock you own riles you up, you are a moron. Thanks for coming to my Ted Talk, that will be all.
Operating leverage measures how a biz's profits change in response to a change in sales. A company with operating leverage has a large % of fixed costs, so any change in sales can generate big profits Telecom: $T, $VZ, $CMCSA Tech: $MSFT, $AAPL, $GOOG Manufacturing: $TSLA, $GM
Below is a simple graphic outlining how to calculate ROIC, one of the most important metrics in finace, if not the most important.
@FI_investor Not to mention the fees associated with holding those shares short. Shorts would need a $12 stock that’s going to make all of its Mather cap in net income in one year to go down 40%to start making $$$.
It has been 1 year of Simple Investing! Thank you to the 13k of you that follow me. I started this account 1 year ago thinking no one would be interested in my thoughts and content but you have all been very supportive. Here’s to many more years ahead!
@EquityIndEngine That’s the big question. Will they get back to normalised profitability? IMO I believe they will but who am I ?🤣 🤷🏼
Operating income and operating margins for $EL over time. Up until this latest year and covid theres a clear trend. This is what i love about the markets. Investors sell due to problems within a company resulting in price weakness. Will $EL get back to its former self? Thats what…
📊👀 February Portfolio Update 👀📊 A quiet month for the portfolio, $Yeti was added a massive sell off after earnings and hitting my buy target, its not a massive bargain but after owning many of their products i can see why they have a huge loyal customer and i also believe…
We are moving into a market where greed is back, everyone feels like a genius because stocks have been going up, but the reality you have to remember is stocks don’t go up forever.
A lot of buying announced today A lot of gloating too Folks feel like a genius if they had like, 3 of the same stocks Meanwhile, past 20 years of history tell us to buckle up when we’re this over bought FinTwit never fails to be an excellent fade Cash is a position
Well what can I say…congrats for everyone that kept their conviction even in tough times. $META My conviction going forward hasn’t changed the company is in a great position, executing well with great management to guide us.
Looking at jobs data at $PYPL, it's clear $PYPL is in the "Year of Efficiency". Positive for every company to get lean as ZIRP caused many companies to get overbloated, slow and ineffective. So far, I like what I see for $PYPL and its new management. data by @Revealera
Whoever is buying $CRWD today, just know that the odds are not in your favour. Even the best companies can be overvalued. Overvalued companies generally bring low future returns. This is the #1 investing rule.
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